Tesla Inc. (NASDAQ:TSLA) has shared company-complied delivery estimates for the first quarter of 2026, citing data from various industry analysts and research firms.

Tesla Touts 365K Deliveries

In a press release published on Thursday, the automaker shared that analysts expect 365,645 deliveries this quarter, with 351,179 units comprising the Model 3 and Model Y. Tesla also shared that analysts estimate the company to deliver over 1,689,691 units this year and over 3,032,000 units in 2030.

The 365,645-unit figure represents an over 12.5% decline from Q4 2025’s 418,227 units that Tesla delivered. The Q1 2026 figure also represents an 8% YoY increase from the 336,681 units the company delivered in Q1 2025.

As far as battery deployments are concerned, Tesla said analyst estimates illustrate battery deployments of 14.4 GWh, a marginal increase from 14.2 GWh it deployed the previous quarter. For 2026, analysts estimate Tesla to deploy over 65.2 GWh worth of batteries.

Tesla’s New Model Buzz

Elon Musk has been dropping clues about the automaker's possible new model, hinting that the vehicle could feature 3 rows and be something “way cooler” than a minivan. The move comes as Tesla’s sales rebounded in Europe after a difficult year.

Leaked images from Tesla’s Gigafactory in Texas showcase a frame that bears a resemblance to the Model Y from the front, but features enhanced space in the back with large windows.

Ross Gerber’s Jibe, Gary Black Opposes SpaceX Merger

Amid the new model buzz, investor Ross Gerber of Gerber Kawasaki took a swipe at Tesla, sharing that he thinks people have "already forgotten" that the company makes EVs. The comment came as Tesla pivots away from EVs and onto AI with the Terafab AI chip project.

Elsewhere, Gary Black of The Future Fund LLC has warned against a possible SpaceX–Tesla merger, sharing that any such move would be detrimental for Tesla investors and result in a decline in stock valuation. He also warned of dilution concerns with such a merger.

According to Benzinga Edge Rankings, Tesla offers Satisfactory Momentum and Growth, as well as a favorable price trend in the Long term.

Price Action: TSLA slid 3.59% to $372.11 at market close on Thursday, but gained 0.58% to $374.25 during the overnight trading session.

Check out more of Benzinga's Future Of Mobility coverage by following this link.

Photo courtesy: Tada Images / Shutterstock